Senior Investment Counsellor & Portfolio Manager
BMO Private Wealth
100 King Street West
Managing Your Portfolio
As an Investment Counsellor at BMO Private Investment Counsel, I bring you access to a tremendous range of resources that address the needs of even the most affluent clients – especially entrepreneurs who need strategic access to credit.
With expertise in tax and corporate structuring, I can look after your life savings and you won’t need to do a lot of work in the background. My team and I will ensure that all your trusted advisors are speaking to each other and integrate all your financial advice, services and solutions into one cohesive Wealth Plan.
This can save you thousands of dollars, minimizes the time you need to devote to your financial life, and can help you sleep at night.